+4.6%
FLCB price history and return analytics
+139.8%
-135.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.6% |
| 7D | -0.9% | -2.0% | +1.1% | -0.8% |
| 30D | -0.9% | -1.4% | +0.5% | -0.9% |
| 3M | -1.2% | +4.7% | -6.0% | -1.4% |
| 6M | -2.1% | +11.4% | -13.4% | -2.4% |
| YTD | -1.2% | +13.1% | -14.2% | -1.6% |
| 1Y | -0.4% | +19.0% | -19.4% | -1.0% |
| 3Y | +12.6% | +73.9% | -61.4% | +10.6% |
| 5Y | -2.8% | +65.4% | -68.2% | -4.9% |
| All | +4.6% | +139.8% | -135.2% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling